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Bank of Montreal
BMO

Overview Fund Activity

369 hedge funds and large institutions have $18.8B invested in Bank of Montreal in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 115 increasing their positions, 135 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+9
Holders Change %
+2.5%
% of All Funds
9.85%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.77%
New
36
Increased
115
Reduced
135
Closed
25
Calls
$210M
Puts
$62.6M
Net Calls
+$148M
Net Calls Change
+$130M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$662M
2
Goldman Sachs
Goldman Sachs
New York
$89.1M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$924M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$186M
5
LBA
Letko, Brosseau & Associates
Quebec, Canada
$357M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$0
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.34B
3
IGIM
I.G. Investment Management
Manitoba, Canada
$885M
4
TCIM
TIAA CREF Investment Management
New York
$0
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$988M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
101
Parametric Portfolio Associates
Washington
$6.37M +$502K +8,270 +9%
SG Americas Securities
102
SG Americas Securities
New York
$6.34M +$6.34M +80,598 New
CAM
103
Capstone Asset Management
Texas
$6.08M +$206K +3,400 +4%
NIA
104
Northstar Investment Advisors
Colorado
$6.04M +$989K +16,299 +20%
HAM
105
Highstreet Asset Management
Ontario, Canada
$5.8M -$1.14M -18,857 -16%
HighTower Advisors
106
HighTower Advisors
Illinois
$5.7M +$4.19M +69,323 +278%
BAM
107
Berkshire Asset Management
Pennsylvania
$5.57M +$847K +13,950 +18%
N
108
Natixis
France
$5.45M +$84.6K +1,388 +2%
US Bancorp
109
US Bancorp
Minnesota
$4.98M -$21.5K -354 -0.4%
CBOA
110
Commonwealth Bank of Australia
Australia
$4.96M -$201K -3,309 -4%
NFA
111
Nationwide Fund Advisors
Ohio
$4.94M +$572K +9,243 +13%
LC
112
Lubar & Co
Wisconsin
$4.78M +$253K +4,169 +6%
M&T Bank
113
M&T Bank
New York
$4.68M -$215K -3,537 -4%
Two Sigma Investments
114
Two Sigma Investments
New York
$4.65M +$4.65M +76,551 New
D.E. Shaw & Co
115
D.E. Shaw & Co
New York
$4.63M +$3.27M +53,812 +240%
BCIM
116
British Columbia Investment Management
British Columbia, Canada
$4.57M – – –
PI
117
PineBridge Investments
New York
$4.57M +$762K +9,661 +20%
PP
118
Paloma Partners
Connecticut
$4.54M +$754K +12,424 +20%
LPL Financial
119
LPL Financial
California
$4.32M +$460K +7,712 +12%
Canada Pension Plan Investment Board
120
Canada Pension Plan Investment Board
Ontario, Canada
$4.25M +$3.55M +58,193 +506%
LCP
121
Legacy Capital Partners
Wisconsin
$3.98M +$45.5K +750 +1%
QI
122
QS Investors
New York
$3.93M – – –
GC
123
Guggenheim Capital
Illinois
$3.87M -$1.57M -25,934 -29%
Federated Hermes
124
Federated Hermes
Pennsylvania
$3.74M +$195K +3,206 +5%
DekaBank Deutsche Girozentrale
125
DekaBank Deutsche Girozentrale
Germany
$3.73M -$12.8M -209,396 -77%
3 4
5
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